Connect BONZO and Clearstream

Both apps 31BONZO 19Clearstream 12

• Trigger
  New People From Campaigns

  Triggers when a new person (prospect) is added to the selected Bonzo campaign.

• Action
  Add note

  Adds a note to a prospect in Bonzo.

• Action
  Add prospect

  Creates a new prospect in Bonzo and returns the created prospect record.

• Action
  Add prospect to do-not-contact list

  Adds a prospect to the do-not-contact (DNC) list so they are no longer contacted, and returns the updated prospect.

• Action
  Add task

  Creates a task in Bonzo, optionally linked to a prospect and assigned to a team member.

• Action
  Change Prospects Assignee

  Changes which team member a prospect is assigned to.

• Action
  Create Prospect in Campaign

  Creates a new prospect in Bonzo and adds them to the chosen campaign.

• Action
  Create Prospect in Pipeline Stage

  Creates a new prospect in Bonzo and places them in the chosen pipeline stage.

• Action
  Delete prospect

  Deletes a prospect from Bonzo.

• Action
  Find Prospect

  Finds prospects whose email address matches the one you supply and returns the matching prospect records.

• Action
  Get prospect

  Returns the full details of a Bonzo prospect by ID, including contact info, campaigns, pipeline stage and custom field values.

• Action
  List campaigns

  Returns the campaigns in your Bonzo account, including each campaign's name, prospect count and sequence.

• Action
  List pipelines

  Returns the pipelines in your Bonzo account, each with its stages.

• Action
  Move Prospect to Campaign

  Moves an existing prospect into the chosen campaign and returns the updated prospect.

• Action
  Move Prospect to Pipeline Stage

  Moves a prospect into a chosen pipeline stage in Bonzo.

• Action
  Send email

  Sends an email to a Bonzo prospect and returns the resulting message record.

• Action
  Send SMS

  Sends an SMS (or MMS with an attachment) to a Bonzo prospect.

• Action
  Update Prospect

  Updates an existing Bonzo prospect's contact details, address, assignee, tags and co-borrower information.

• Action
  Update task

  Updates an existing task in Bonzo, such as its title, type, due date, assignee or completion state.

• Trigger
  New Incoming Text

  Triggers when a new incoming text is received in your Clearstream account.

• Trigger
  New Subscriber

  Triggers when a new subscriber is added to your Clearstream account.

• Action
  Add Tag to Subscriber

  Adds a tag to a subscriber in your Clearstream account.

• Action
  Create List

  Creates a new subscriber list in your Clearstream account.

• Action
  Create Tag

  Creates a new tag in your Clearstream account.

• Action
  Get Subscriber

  Returns one Clearstream subscriber, looked up by mobile number, with their lists and tags.

• Action
  List Lists

  Returns the subscriber lists in your Clearstream account, optionally filtered by name or locked status.

• Action
  List Tags

  Returns the tags in your Clearstream account, optionally filtered by name.

• Action
  Opt-Out Subscriber

  Opts a subscriber out of your Clearstream account so they no longer receive texts.

• Action
  Remove Subscriber From List

  Removes a subscriber from one of your Clearstream lists. The subscriber stays opted in to your account.

• Action
  Send Text to Number

  Sends a one-to-one text message to a single mobile number from your Clearstream account.

• Action
  Update Subscriber

  Updates an existing Clearstream subscriber's name, email, lists or tags.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.